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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,294 | $107,944+43.9% | $91,994+68.8% | $152,885+1.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 23.33% | 89.26%-65.9pp | 69.03%-45.7pp | 345.39%-322.1pp |
| Employer contribution / active EE | $3,769 | $4,210-10.5% | $3,452+9.2% | $4,763-20.9% |
| Participant deferral / active EE | $7,600 | $6,365+19.4% | $5,923+28.3% | $5,851+29.9% |
| Admin fee / account holder | $10,365 | $10,521-1.5% | $7,743+33.9% | $11,598-10.6% |